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Matthew Nicholas Calme

HCM Wealth Advisors

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About Matthew Nicholas Calme

Matthew Calme is a financial advisor registered with HCM Wealth Advisors. Matthew is licensed in Ohio and has been a financial advisor for over 5 years. Matthew's areas of expertise include financial planning, portfolio management for individuals, and educational seminars. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Matthew's current employer is HCM Wealth Advisors, which is an independent registered investment advisor firm located in Cincinnati, Ohio.

Firm Information

Matthew Calme is currently registered with HCM Wealth Advisors. HCM Wealth Advisors is a Cincinnati, OH-based registered investment advisor with approximately $909,143,810 in regulatory assets under management. The firm provides financial planning, educational seminars, portfolio management for individuals, selection of other advisors, and publication of periodicals. The firm has 8 investment advisor representatives and 10 investment advisory professionals. The firm serves individuals, corporations, charitable organizations, and pension and profit sharing plans.
HCM Wealth Advisors

6116 HARRISON AVE

CINCINNATI, OH 45247-7833

$909.14M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Calme’s Registration & Firm History

OH

06/03/2019 - Present

HCM Wealth Advisors (CINCINNATI OH)

IN

07/18/2014 - 04/23/2019

FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 03/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Nicholas Calme.
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